Role Overview :
This position will be a part of the India Finance team and will collaborate closely with Finance teams across EMEA, APAC, and the USA. The individual will play a critical role in the development of the FP&A function to support the firm's growth. The main responsibilities include :
- Quarterly Valuations : Prepare and present fund-level quarterly valuations of real estate investments and debt securities.
- Valuation Project Preparation : Handle the preparation and review of fund valuation-related projects, including quarterly reporting, MTM Impact analysis, Net Debt Analysis, Solvency Analysis, etc.
- Trend and Variance Analysis : Analyze key trends, investigate unusual items, and provide variance analysis, offering detailed explanations to stakeholders.
- Project Management : Lead and manage valuation-related projects from inception to completion, ensuring timely delivery and adherence to quality standards.
- Stakeholder Coordination : Serve as a point of contact for internal and external stakeholders, providing updates and addressing inquiries effectively.
- Quarterly Reporting : Oversee coordination and submission of quarterly reporting with onshore and offshore teams, ensuring the accuracy of data.
- Team Development : Provide guidance, training, and support to team members, helping them develop their skills and knowledge.
- Operational Efficiencies : Continuously seek ways to improve operational efficiencies and enhance reporting.
- Ad-hoc Projects : Handle special projects in support of the firm's businesses or new initiatives.
Essential Skills & Experience :
Educational Background : A Master's degree (Major / Minor) in Finance, Banking, or Mathematics is preferred.Financial Statement Knowledge : Solid understanding of financial statements.Valuation or Reporting Experience : Previous background in valuation or reporting is preferred.CFA Designation : Having a CFA designation and knowledge of derivatives is considered a plus.Technical Skills : Highly proficient in advanced Excel and PowerPoint. Experience with tools like Anaplan or Tableau is a plus.Analytical & Quantitative Skills : Strong ability to analyze and interpret financial data with a detail-oriented mindset.Time Management : Highly organized and able to prioritize deliverables while meeting demanding deadlines in a fast-paced environment.Communication Skills : Excellent written and verbal communication skills, with the ability to interact effectively with stakeholders.Self-motivation & Teamwork : Highly self-motivated, capable of working independently while also being an effective team player.Collaboration Skills : Able to build strong relationships across a broad range of stakeholders.Initiative : Strong initiative, energy, and confidence in completing assignments with minimal supervision.Skills Required
quarterly reporting , Cfa